Overview

Introduction

Singapore is a vibrant and leading international wealth management centre with assets under management in excess of S$2.7 trillion (US$1.9 trillion). The Specialist Diploma in Financial Advisory Services is a 12-month SkillsFuture Earn & Learn Programme (ELP) that prepares polytechnic graduates seeking admission into this dynamic industry, which includes independent financial planners, insurers, stock brokerages and banks. This ELP paves the way towards careers in financial planning and servicing of high net-worth individuals. Participants in this ELP can look forward to a broad spectrum of rewarding careers that span across the financial services sector.

Upon completing the course, graduates should be able to:

  • apply regulatory and ethical considerations to the practice of financial planning and marketing financial products;
  • create sound financial plans to assist clients in reaching their financial goals through the process of needs analysis;
  • conceptualise structures of investment schemes; and
  • employ data analytics and other computer-based business intelligence strategies for marketing and investment purposes.

Target Participants

Singaporeans or Singapore Permanent Residents who are fresh Polytechnic graduates from relevant full-time courses of study.

Please see Eligibility Criteria’ for more information.

Career Opportunities

At the entry level, the job position is a Trainee Financial Consultant1. Upon completing the course under the Earn and Learn Programme, graduates can look forward to taking up some of the possible types of positions:

  • Financial Consultant
  • Senior Financial Consultant
  • Financial Planning Manager
  • Assistant Relationship Manager (Financial Advisory Services)

ELP graduates may also look forward to wage increment and role expansion in their workplace, subject to their work performance.

1Job titles may vary across companies

Course Details

Course Commencement 

The ELP Financial Advisory Services programme is scheduled to commence in every April and/or October.

Course Duration

ELP participants will undergo a 12-month structured training programme, including facilitated learning, e-learning, and on-job-training (OJT).

Application Period

Application for ELP is on-going. Please contact us to find out more.

Course Structure

Upon completion of the Specialist Diploma course, graduates should be able to:

a)  apply regulatory and ethical considerations to the practice of financial planning and marketing financial products;

b)  create sound financial plans to assist clients in reaching their financial goals through the process of needs analysis;

c)  conceptualise structures of investment schemes; and

d)  employ data analytics and other computer-based business intelligence strategies for marketing and investment purposes. 

Participants will be awarded the Specialist Diploma in Financial Advisory Services upon successful completion of the following:

  • Post-Diploma Certificate in Marketing & Financial Planning
  • Post-Diploma Certificate in Investment Products & Data Analytics

Post-Diploma Certificate in Marketing & Financial Planning

Subject code Subject
BCAF011

This subject focuses on the management of interactions with customers so as to attract, retain, and create strong relationships. Participants will also be introduced to ethical and regulatory considerations specifically related to the provision of financial services. The knowledge of investment products and financial planning translates effectively into sales when participants are trained in client acquisition and relationship management.

BCAF010

This subject introduces participants to the process of performing needs analysis through the different phases of an individual’s life cycle so as to identify gaps in the financial plan.

The application of content and skills is consolidated in a case that requires participants to prepare personal financial statements for clients and project the outcomes of the financial plan into the future; including meeting retirement needs.

Post-Diploma Certificate in Investment Products & Data Analytics

Subject code Subject
BCAF009

This subject seeks to provide participants with a framework for analyzing major financial instruments, their basic characteristics and different risk-return profile from an investment perspective.

The application of content and skills is consolidated in a case which simulates a real-life scenario where participants will be required to deconstruct structured investment products into their plain vanilla constituents.

BCAF012

This subject introduces students to the concepts and techniques of interrogating data to derive useful knowledge and patterns that can help financial institutions gain business insights for decision-making.

Participants will be introduced to concepts and techniques of turning data from various sources into information useful to financial consultants for identifying emerging investment trends and client needs.

Modes of Assessment

The assessment would be based on 100% coursework with role play, written tests, case studies, assignments and projects.  

Course Fees

Course Fee per Post-Diploma Certificate (PDC)

Category

PDC in Marketing & Financial Planning

PDC in Investment Products & Data Analytics
SME-employed Singapore Citizens aged below 40

$357.60

$357.60
Singapore Citizens aged below 40

$513.60

$513.60
Singapore Permanent Residents

$1,386.72

$1,386.72
Others & Repeat Students

$3,453.96

$3,453.96

(nett fee payable inclusive of GST)

MOE subsidy will not be applicable for students who repeat a module or semester.

Fees payable is based on per PDC.

The course fees will be reviewed by MOE on an annual basis and adjusted accordingly.

Eligibility Criteria

Eligibility Criteria for ELP Financial Advisory Services

Singaporeans or Singapore Permanent Residents who are within three years of either graduation from the polytechnics or the Operational Ready Date for National Servicemen from the following full-time programmes are eligible to apply.

Nanyang Polytechnic

  • Diploma in Accountancy & Finance
  • Diploma in Banking & Finance

Ngee Ann Polytechnic 

  • Diploma in Banking & Financial Services
  • Diploma in Business Studies (Finance Option)

Republic Polytechnic

  • Diploma in Customer Experience Management with Business

Singapore Polytechnic

  • Diploma in Banking & Finance

Temasek Polytechnic

  • Diploma in Accounting & Finance
  • Diploma in Business Studies (Finance Option)
  • Diploma in Financial Business Informatics

Other relevant Business-related disciplines

Eligibility Criteria for ELP Sign-on Incentive

Only for Singapore Citizens who are fresh ITE or Polytechnic graduates hired by Participating Companies and officially commenced ELP within 3 years of graduation or ORD.

Apply Now

Please submit your application through the link below.
https://www.form.gov.sg/#!/forms/tp/5c0f2c4e0690e60017a86a63

Please submit the following documents during your submission. Kindly name the files according to the guidelines below. 

1. Resume (filename: Resume-YourName.pdf)
2. Colour-scanned, front & back of NRIC (filename: NRIC-YourName.pdf)
3. Highest Qualification Certificate (filename: Certificates-YourName.pdf)
4. Academic Transcripts (filename: Transcripts-YourName.pdf)
5. NS Completion Certificate, if applicable (filename: NS Certificate-YourName.pdf)

Please note that relevant documents will be forwarded to all participating companies for their selection.

Selection of applicants is at the discretion of the participating companies and participating companies will contact their shortlisted applicants for interview. Applicants have the right to reject the interview if they do not wish to be employed by the company who contacted them.

Only applicants who are hired and placed on the ELP by the participating companies will be invited to submit an online application for the ELP Courses.

Employers

Companies who are interested to find out how this ELP can support your organisation’s talent development plan may contact the following personnel for more information:

Mr Michael Tan Kok Leong | 6780 5718tankl@tp.edu.sg

Temasek Polytechnic reserves the right to alter the course, modify the scale of fee, amend any other information or cancel course with low enrolment.